---
title: "Set the limits before a tool reads a purchase contract"
url: "https://ailawframework.com/practice/residential-conveyancing-and-property/use-an-ai-conveyancing-contract-review-tool-safely/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A9-B2-2-US"
practice_area: "Residential Conveyancing & Property"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Set the limits before a tool reads a purchase contract

> From the provider's terms and the firm's written policy, list what the tool retains, whether it trains on inputs, and who else can see them. Do not review the contract.

Canonical page: https://ailawframework.com/practice/residential-conveyancing-and-property/use-an-ai-conveyancing-contract-review-tool-safely/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Residential Conveyancing & Property](https://ailawframework.com/practice/residential-conveyancing-and-property.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the provider's terms and the firm's written policy, list what the tool retains, whether it trains on inputs, and who else can see them. Do not review the contract. |
| What the lawyer must review | You decide whether the tool may be used on the matter. Formal Opinion 512 requires informed consent before information relating to the representation goes into a self-learning tool whose output could disclose it. Model Rule 1.6 is the confidentiality duty. Rule 5.3 requires measures so that nonlawyer assistance, including a tool, is compatible with the lawyer's duties. Florida Opinion 24-1, which is advisory, tells the lawyer to research retention, sharing, and self-learning first. The check is against the terms that will actually apply. |
| Written for | United States |
| Applies to | [Use an AI conveyancing contract-review tool safely](https://ailawframework.com/practice/residential-conveyancing-and-property/use-an-ai-conveyancing-contract-review-tool-safely.md) |

## Checking plan

- What the AI does: From the provider's terms and the firm's written policy, list what the tool retains, whether it trains on inputs, and who else can see them. Do not review the contract.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Florida Opinion 24-1 is not a rule of every state bar.
- A later task reviews the contract. This one stops at whether the tool may see it.

## Sources

- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)
- [ABA Model Rule 5.3, Responsibilities Regarding Nonlawyer Assistance](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/) (checked 2026-10-22)
- [Florida Bar Ethics Opinion 24-1 (19 January 2024)](https://www-media.floridabar.org/uploads/2024/01/FL-Bar-Ethics-Op-24-1.pdf) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*